Filings through .
Filed December 20, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,263 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 31 · EIN 82-1434504 | Named fiduciary | $43,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,275 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $24,500 |
23 funds of $250K or more; 13 lines in all, holding $125M of the plan's $126M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $39.2M | 31.3% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $27.4M | 21.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $15.7M | 12.5% |
| Galliard Stable Return Fund C Allspring · Collective trust | $11.8M | 9.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 6.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.3M | 5.0% |
| Fidelity Total International Index Stock Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.0M | 4.8% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.7M | 3.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.2M | 1.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.2M | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.